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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,903 | $160,040-63.8% | $147,096-60.6% | $145,877-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.41% | 98.49%-90.1pp | 419.75%-411.3pp | 551.28%-542.9pp |
| Employer contribution / active EE | $970 | $5,289-81.7% | $4,936-80.3% | $4,663-79.2% |
| Participant deferral / active EE | $5,174 | $8,429-38.6% | $8,071-35.9% | $6,691-22.7% |
| Admin fee / account holder | $31,477 | $15,050+109.2% | $13,005+142.0% | $13,402+134.9% |